+107.2%
APA vs HIG
+12.7%
+94.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.4% | -9.2% | -6.5% |
| 7D | -13.0% | +6.2% | -19.2% | -12.3% |
| 30D | +2.0% | +9.4% | -7.5% | +2.9% |
| 3M | +24.9% | -2.3% | +27.3% | +23.5% |
| 6M | +7.2% | +4.2% | +3.0% | +8.1% |
| YTD | +87.1% | +1.6% | +85.5% | +86.6% |
| 1Y | +107.2% | +9.9% | +97.3% | +118.8% |
| All | +107.2% | +12.7% | +94.4% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling